HRT Financial’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

HRT Financial’s Portfolio SUNL Stock Details SUNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,059	Closed	-$62K	–	3586
2023 Q1	$62K	Sell	10,059 -15,676	-61%	-$345K	﹤0.01%	2110
2022 Q4	$663K	Buy	+25,735	New	+$712K	0.01%	1230
2022 Q3	–	Sell	-10,504	Closed	-$619K	–	3740
2022 Q2	$619K	Sell	10,504 -14,302	-58%	-$1.19M	0.01%	1336
2022 Q1	$2.5M	Buy	+24,806	New	+$1.92M	0.02%	540
2021 Q3	–	Sell	-3,858	Closed	-$770K	–	3920
2021 Q2	$770K	Buy	3,858 +1,014	+36%	+$203K	0.01%	1325
2021 Q1	$594K	Buy	+2,844	New	+$666K	0.01%	1640

Other funds holding SUNL

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DRP

Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

HRT Financial's SUNL Position: Q2 2023 in Review

HRT Financial sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 10,059 shares — an estimated $62K sold.

HRT Financial first reported a position in SUNL in Q1 2021 and held it in 6 quarters. The position peaked at $2.5M in Q1 2022. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

HRT Financial reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
HRT Financial sold 10,059 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $62K.
HRT Financial first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 6 quarters.
HRT Financial's Sunlight Financial Holdings, Inc. position peaked at $2.5M in Q1 2022.
48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on HRT Financial's 13F filing for Q2 2023, filed 11 Aug 2023.